Coursera's 8-out-of-9 Piotroski score, positive free cash flow with a 9% margin, and a forward P/E of 10x combine to make a financially credible value case — but a confirmed death cross, failed momentum gate, and a put/call ratio of 2.95 indicate the market has not yet accepted that case, and entry remains premature until technical structure improves.
Thesis pillars
- Death Cross Momentum Failure Blocks Entry↑Improving
- Strong Financial Health Fcf Quality→Stable
- Attractive Valuation At 10x Forward→Stable
- +1 more pillar — see the Why tab for full reasoning
Coursera, Inc. (COUR) Stock Analysis
Range Bound setup · Inst Constrain edge
Consumer Defensive · Education & Training Services
Sell if holding. Engine safety override at $4.96: Quality below floor (3.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 6.9/10 and A.R:R 4.9:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 10%; Elevated put/call ratio: 7.10; Below-average business quality.
Coursera operates a global online learning platform connecting roughly 197 million learners across 230+ countries with content from more than 200 universities and 175 industry partners, offering courses, certificates, and degrees directly to consumers and through Coursera for... Read more
Sell if holding. Engine safety override at $4.96: Quality below floor (3.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 6.9/10 and A.R:R 4.9:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 10%; Elevated put/call ratio: 7.10; Below-average business quality. Chart setup: RSI 41 mid-range, Bollinger mid-band. Score 6.9/10, moderate confidence.
Passes 8/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 29d clear, semi cycle peak clear, materials cycle peak clear). Suitability: speculative.
About Coursera, Inc.
About Coursera, Inc.
Coursera served approximately 197 million registered learners across more than 230 countries and territories as of December 31, 2025, with content from more than 375 content creators, including over 200 universities and 175 industry partners. Learners logged 54.4 million course enrollments and 657.0 million lectures watched in 2025, up 10% and 12% respectively from 2024, while the company maintained more than 1,700 paid Enterprise customers across its Coursera for Business, Campus, and Government offerings.
Coursera earns revenue from three channels: Consumer subscriptions and course purchases (including the Coursera Plus subscription covering over 13,500 courses), Enterprise licenses sold to businesses, universities, and governments, and a revenue share on degree-program tuition. Content costs are paid to content creators based on learner engagement under a 2025 revenue-share update, and in 2026 the company introduced a new platform fee on Consumer and Enterprise sales to fund platform investment, changes that have drawn pushback from some content creators. Coursera competes against a fragmented field including 2U/edX, LinkedIn Learning, Udacity, Pluralsight, Skillshare, Khan Academy, and OpenAI, among others. On December 17, 2025, Coursera signed a merger agreement to acquire competitor Udemy in an all-stock transaction (0.800 Coursera shares per Udemy share), and a subsequent Form 8-K disclosed that the deal closed on May 11, 2026, with Udemy continuing as a wholly owned subsidiary.
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Coursera's own risk factors disclose a real, if moderate, content-supply concentration: the top five content creators generated approximately 23% of the company's total 2025 revenue, so a dispute over the 2025 engagement-based revenue share or the 2026 platform fee, of the kind the filing says Coursera has experienced opposition to already, could disproportionately affect results if one of those five partners walked away. That supply-side dependency now sits alongside integration risk from the Udemy acquisition, which closed May 11, 2026 per a subsequent Form 8-K, meaning content-creator and platform-fee dynamics must now be reconciled across two previously competing catalogs and contributor bases.
See also: Consumer Defensive · Education & Training Services
From Coursera, Inc.'s most recent 10-K filing, extracted July 6, 2026.
Recent developments
updated 2026-09-30Recent Developments — Coursera, Inc.
Latest news
- NEWS Coursera (COUR) Reports Q2 Earnings: What Key Metrics Have to Say - Yahoo Finance — Yahoo Finance neutral
- NEWS Coursera’s (NYSE:COUR) Q2 CY2026: Beats On Revenue - StockStory — StockStory positive
- NEWS Coursera’s (NYSE:COUR) Q2 CY2026: Beats On Revenue - TradingView — TradingView positive
- NEWS Coursera (NYSE:COUR) Stock Price Up 8.3% - What's Next? - MarketBeat — MarketBeat positive
- NEWS Coursera (NYSE:COUR) Stock Price Up 8.3% - What's Next? - marketbeat.com — marketbeat.com positive
Generated 2026-10-01T01:47:02Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- LOWSuppliertop-five content creators23%10-K Item 1A: 'For the year ended December 31, 2025, we generated approximately 23% of our total revenue from the content and credentialing programs of our top five content creators.'
Material Events(8-K, last 90d)
- 2026-05-11Item 2.01HIGHCoursera completed its previously announced all-stock merger with Udemy, Inc.; each Udemy share converted into 0.800 shares of Coursera common stock, with Udemy continuing as a wholly owned subsidiary.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker·2 ceiling hits
Unprofitable operations — net margin -15.4%. Quality floor flags this regardless of sector context.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $4.96: Quality below floor (3.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 6.9/10 and A.R:R 4.9:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 10%; Elevated put/call ratio: 7.10; Below-average business quality. Chart setup: RSI 41 mid-range, Bollinger mid-band. Prior stop was $4.61. Score 6.9/10, moderate confidence.
Take-profit target: $7.11 (+43.2% upside). Prior stop was $4.61. Stop-loss: $4.61.
Quality below floor (3.9 < 4.0).
Coursera, Inc. trades at a P/E of N/A (forward 5.7). TrendMatrix value score: 9.5/10. Verdict: Sell.
17 analysts cover COUR with a consensus score of 3.9/5. Average price target: $8.
What does Coursera, Inc. do?Coursera operates a global online learning platform connecting roughly 197 million learners across 230+ countries with...
Coursera operates a global online learning platform connecting roughly 197 million learners across 230+ countries with content from more than 200 universities and 175 industry partners, offering courses, certificates, and degrees directly to consumers and through Coursera for Business, Campus, and Government enterprise offerings. The company's top five content creators generated approximately 23% of 2025 total revenue, and on May 11, 2026 Coursera completed its previously pending all-stock merger with online-learning competitor Udemy, converting each Udemy share into 0.800 Coursera shares.